Position: Investment Analyst
Functional Area: Accounting & Finance
Organization: F.B. Heron Foundation
Location: New York, NY
Metro Region: New York
Overview:
Established in 1992, the F.B. Heron Foundation promotes opportunity and economic resilience for families and communities across the United States. The Foundation invests capital to enhance the effectiveness and reach of a range of enterprises whose work is aligned with its mission. The Foundation intentionally seeks opportunities to co-invest, to use existing social investment infrastructure to deploy its capital, and to attract capital on behalf of others sharing its goals. Currently embarking on a period of significant change, we are re-examining and reorganizing our strategy and business goals as well as the systems and processes that support their achievement. We are questioning and in many cases discarding the standard operating assumptions of an endowed foundation while at the same time, operating within that legal framework. Given the urgency and depth of the challenge we face, the Foundation seeks to deploy 100 percent of its capital – social and intellectual as well as financial – in pursuit of mission moving forward.
To find out more about the Foundation, visit http://www.fbheron.org.
Position:
The F. B. Heron Foundation is currently seeking a dynamic, analytical and entrepreneurial professional to join their team as the Investment Analyst and provide rigorous research and in-depth analysis regarding investments in both for-profit and nonprofit entities. A key member of the capital deployment staff, the Investment Analyst will be responsible for conducting due diligence, making investment recommendations and tracking the performance of existing investments. In addition, this position will work closely with both internal and external partners to identify deals and communicate those opportunities to other potential investors. The Investment Analyst position is an exciting opportunity to join an organization at a time of re-invention and to help create a new system for making investment decisions and in turn, increasing the impact of the foundation.
Responsibilities:
- Conduct research and analyze potential investments for the foundation in both nonprofit and for-profit entities.
- Develop comprehensive financial models and carry out competitive analysis, market research, and company research on potential investments. This includes financial statement analysis, historical and projected revenue, profitability metrics, margin analysis, and various ratio analyses.
- Compile and evaluate all relevant research and information pertaining to potential investments from a variety of sources
- Conduct site visits, interview critical personnel and collect information to assist in analytic activities
- Prepare internal and external written reports, memos, and other documents to communicate investment recommendations and research clearly and transparently.
- Help identify and assess new investment opportunities
Qualifications:
- 5+ years of professional experience, preferably in the financial services or financial research fields; experience analyzing investments a must
- Strong analytical capabilities and exceptional financial modeling skills; knowledge of nonprofit finance a plus
- Superior written and verbal communications skills and experience putting together high-quality written reports and recommendations
- Ability to work with a diverse group of partners and effectively sell others on the value of his/her analysis and conclusions both internally and externally
- Strong initiative and work ethic, ability to work independently, capable of managing multiple simultaneous projects and prioritizing responsibilities, and ability to think creatively.
- Entrepreneurialism, flexibility, and the ability to thrive in a fast-paced, collaborative and quickly changing environment.
- Commitment to F. B. Heron’s mission of worldwide poverty alleviation and environmental conservation
- Bachelors degree required; MBA preferred
To Apply:
Please upload a resume and thoughtful cover letter, outlining how your skills and experience meet the qualifications of the position and stating how you heard about this opportunity, both in Word format, to Kate Starr athttp://jobs.cgcareers.org/application.aspx?id=1950 . Applications will be reviewed on a rolling basis.
